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Uptick Partners, LLC CRD 324250
$1.06B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
777 East Austin, Nacogdoches, TX 75965 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uptick Partners, Llc | Nacogdoches | TX | 03/2025 | Present |
| Dvorak Financial Planning | Cullman | AL | 03/2025 | Present |
| Linc Research Inc. | Huntsville | AL | 06/2015 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-30 |
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